Transamerica Asset Allocation Long Horizon

Class No Load (DVLSX)
Scorecard
3 / 5 Stars
Lipper
1 2 4 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C (Hold)

#43 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.15 percent over the past year, 10.26 percent over the past three years, 19.41 percent over the past five years, and 5.32 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.6%
1 Year 22.2%
3 Years (Annualized) 10.3%
5 Years (Annualized) 19.4%
10 Years (Annualized) 5.3%

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Summary

The investment seeks to provide long-term returns from growth of capital and growth of income. The fund invests in a combination of Transamerica Partners funds. It generally allocates 9.8% of its assets to fixed-income funds, 90% to equity funds, and 0.2% to a money-market fund. While the fund is non-diversified, it invests in diversified underlying holdings.

Fees

Fees are Average compared to funds in the same category.
Transamerica Asset Allocation Long Horizon has an expense ratio of 0.10 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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